WORKFLOW STUDY / FLY

Following through after a meeting

Separate decisions, actions and unresolved matters in meeting notes so that follow-up starts from a clear record.

WORKFLOW EXAMPLE · NOT A CLIENT CASE

01

Organise the input

Use meeting notes or summaries authorised for this purpose.

02

Separate the content

Distinguish decisions made, proposed topics and matters awaiting confirmation.

03

Confirm the actions

Have the owner check assignees, completion conditions and dependencies.

04

Follow through

Update the status and retain the reason for changes rather than generating disconnected lists.

START WITH SOMETHING SPECIFIC

Begin with your own use case.

Prepare a brief